
INSIGHTS
We See Things Differently

When we’re not addressing clients’ needs for business and financial advisory, assurance or tax matters, we’re researching, learning and thinking about related subjects. Check out some of our thinking on a broad variety of topics that may impact your organization. And if you’d like to learn more about any of these topics, we’re always happy to talk.
New Retirement Rules for High Earners: What You Need to Know About the SECURE 2.0 Act
The SECURE 2.0 Act changes how high-earners make catch-up contributions to their retirement plans. Learn how the new Roth contribution requirement affects individuals over 50 earning more than $145,000, and what the IRS's delay until 2026 means for your retirement savings strategy.
